Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.63%
2 BOUT 3.18%
3 TPMN 3.01%
4 DVLU 2.82%
5 FOVL 2.70%
6 SCAP 2.51%
7 CLCV 2.33%
8 CLCG 2.32%
9 FTDS 2.17%
10 EPSV 2.13%
11 FDIQ 2.12%
12 LBAY 2.04%
13 TUSA 1.99%
14 PFI 1.99%
15 EPMV 1.96%
16 RDVY 1.93%
17 MBOX 1.83%
18 IAT 1.72%
19 KRE 1.63%
20 DDIV 1.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.49M (13.53%) 37.42K
Increased by +0.44%
Dec 31, 25
2 Vanguard Portfolio Management, LLC 4.86M (7.74%) 4.86M
Increased by +100.00%
Mar 31, 26
3 T. Rowe Price Associates, Inc. 4.31M (6.87%) -50.98K
Decreased by -1.18%
Mar 31, 26
4 BlackRock Inc 4.08M (6.50%) 275.66K
Increased by +6.76%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 3.22M (5.14%) -59.18K
Decreased by -1.84%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.96M (4.71%) 2.96M
Increased by +100.00%
Mar 31, 26
7 AQR Capital Management LLC 2.56M (4.08%) -88.46K
Decreased by -3.46%
Mar 31, 26
8 FMR Inc 2.20M (3.50%) -123.28K
Decreased by -5.61%
Mar 31, 26
9 State Street Corporation 2.12M (3.38%) -82.77K
Decreased by -3.91%
Mar 31, 24
10 State Street Corp 1.80M (2.86%) -197.80K
Decreased by -11.01%
Mar 31, 26
11 Geode Capital Management, LLC 1.57M (2.51%) 168.84K
Increased by +10.72%
Mar 31, 26
12 Massachusetts Financial Services Company 1.38M (2.20%) -172.69K
Decreased by -12.51%
Mar 31, 26
13 First Trust Advisors L.P. 1.31M (2.09%) 459.23K
Increased by +34.98%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.13M (1.80%) 269.54K
Increased by +23.84%
Jun 30, 24
15 Ameriprise Financial Inc 1.12M (1.79%) 182.93K
Increased by +16.27%
Mar 31, 26
16 T. Rowe Price Investment Management,Inc. 1.12M (1.79%) -492.28K
Decreased by -43.86%
Sep 30, 25
17 LSV Asset Management 1.09M (1.74%) 48.51K
Increased by +4.44%
Mar 31, 26
18 Hotchkis & Wiley Capital Management LLC 993.77K (1.58%) -210.06K
Decreased by -21.14%
Jun 30, 25
19 Wellington Management Company LLP 986.03K (1.57%) -188.59K
Decreased by -19.13%
Mar 31, 26
20 Arrowstreet Capital Limited Partnership 940.79K (1.50%) 516.88K
Increased by +54.94%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 12.11M (19.31%) 12.11M
Increased by +100.00%
Feb 29, 24
2 First Trust Rising Dividend Achiev ETF 2.30M (3.67%) 3.17K
Increased by +0.14%
Jan 31, 24
3 Vanguard US Total Market Shares ETF 2.28M (3.64%) 1.30K
Increased by +0.06%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.10M (3.34%) 4.68K
Increased by +0.22%
Apr 30, 26
5 Vanguard Small Cap Index 1.52M (2.42%) -2.85K
Decreased by -0.19%
Apr 30, 26
6 T. Rowe Price US Mid-Cap Value Equity 1.19M (1.89%) -128.81K
Decreased by -10.84%
Mar 31, 26
7 T. Rowe Price Mid-Cap Value 1.19M (1.89%) -776.00
Decreased by -0.07%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 976.57K (1.56%) 6.91K
Increased by +0.71%
Apr 30, 26
9 First Trust SMID Cp Rising Div Achv ETF 960.19K (1.53%) 2.06K
Increased by +0.21%
Feb 27, 25
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 936.12K (1.49%) -33.77K
Decreased by -3.61%
Mar 31, 25
11 AF High Growth (AFRIS) 920.48K (1.47%) 920.48K
Increased by +100.00%
Feb 29, 24
12 Vanguard Equity-Income Inv 888.60K (1.42%) -169.03K
Decreased by -19.02%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 742.19K (1.18%) 7.71K
Increased by +1.04%
Apr 30, 26
14 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 723.06K (1.15%) -74.86K
Decreased by -10.35%
Mar 31, 26
15 SPDR® S&P Regional Banking ETF 705.00K (1.12%) 0.00
Increased by 0.00%
Aug 31, 25
16 VIP Mid Cap Initial 638.23K (1.02%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity VIP Mid Cap Initial 629.23K (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
18 EARNEST Small/Mid Cap Value 620.79K (0.99%) 619.78K
Increased by +99.84%
Dec 31, 23
19 DFA US Small Cap Value I 590.01K (0.94%) -53.32K
Decreased by -9.04%
Apr 30, 26
20 Columbia Select Mid Cap Value SMA Cmp 586.75K (0.94%) 586.73K
Increased by +100.00%
Mar 31, 25